Walmart Inc.
WMT- Exchange
- Nasdaq
- Industry
- Retail-Variety Stores
- SEC CIK
- 0000104169
In the last 90 days, Walmart Inc. insiders filed 0 open-market purchases and 8 sales; 4,426 institutions reported holding it in 13F filings for Q2 2026, worth $336.1B in total; 4 superinvestors hold it, including Gates Foundation Trust and Soros Fund Management.
13F holders, Q3 2025
Institutional positions in Walmart Inc. as of Sep 30, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 4,031
- +120 vs. Q2 2025
- Shares held
- 2.80B
- +34.5M (+1.2%) vs. Q2 2025
- Total value
- $288.8B
- +$18.8B (+6.9%) vs. Q2 2025
- New holders
- 216
- 1,800 more added
- Sold out
- 96
- 1,546 more reduced
65 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting WMT on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 4,426 | $336.1B |
| Q1 2026 | 4,467 | $360.0B |
| Q4 2025 | 4,414 | $325.6B |
| Q3 2025 | 4,031 | $288.8B |
| Q2 2025 | 3,976 | $275.7B |
| Q1 2025 | 3,882 | $247.6B |
| Q4 2024 | 3,920 | $255.3B |
| Q3 2024 | 3,465 | $225.1B |
| Q2 2024 | 3,321 | $188.6B |
| Q1 2024 | 3,212 | $166.5B |
| Q4 2023 | 3,091 | $145.1B |
| Q3 2023 | 2,931 | $147.2B |
| Q2 2023 | 2,883 | $143.0B |
| Q1 2023 | 2,859 | $131.1B |
| Q4 2022 | 2,814 | $123.6B |
| Q3 2022 | 2,609 | $112.7B |
| Q2 2022 | 2,627 | $106.3B |
| Q1 2022 | 2,734 | $131.7B |
| Q4 2021 | 2,733 | $127.6B |
| Q3 2021 | 2,489 | $122.1B |
| Q2 2021 | 2,501 | $121.8B |
| Q1 2021 | 2,492 | $113.9B |
Institutions, Q3 2025
Shares, value and share of portfolio for each institution holding Walmart Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hanover Advisors Inc | 2,550 | $262.8K | 0.10% | 00.0% | Unchanged |
| BKA Wealth Consulting, Inc. | 2,551 | $262.9K | 0.22% | +2,551 | New |
| Patton Fund Management, Inc. | 2,553 | $263.1K | 0.05% | −3−0.1% | Reduced |
| Opes Wealth Management LLC | 2,557 | $263.5K | 0.05% | −18,501−87.9% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 2,557 | $263.6K | 0.08% | −114−4.3% | Reduced |
| Tribridge Partners Financial LLC | 2,595 | $263.9K | 0.12% | 00.0% | Unchanged |
| Riverstone Advisors, LLC | 2,562 | $264.0K | 0.13% | 00.0% | Unchanged |
| McMahon Financial Advisors, LLC | 2,570 | $264.9K | 0.06% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 2,576 | $265.5K | 0.19% | +547+27.0% | Added |
| Opus Capital Group, LLC | 2,585 | $266.0K | 0.03% | −4−0.2% | Reduced |
| Peak Retirement Planning, Inc. | 2,586 | $266.5K | 0.08% | +2,586 | New |
| Howard Bailey Securities, LLC | 2,592 | $267.1K | 0.08% | −971−27.3% | Reduced |
| Invested Advisors | 2,921 | $268.1K | 0.39% | +2,921 | New |
| Peoples Bank | 2,602 | $268.2K | 0.16% | 00.0% | Unchanged |
| North Forty Two & Co. | 2,606 | $268.6K | 0.26% | 00.0% | Unchanged |
| Sandy Cove Advisors, LLC | 2,606 | $268.6K | 0.09% | +189+7.8% | Added |
| Arbor Investment Advisors, LLC | 2,610 | $269.0K | 0.03% | 00.0% | Unchanged |
| Westshore Wealth, LLC | 2,619 | $269.9K | 0.09% | +10+0.4% | Added |
| NorthStar Asset Management LLC | 2,619 | $270.0K | 0.13% | +4+0.2% | Added |
| Financial Harvest, LLC | 2,624 | $270.4K | 0.18% | +128+5.1% | Added |
| Everest Management Corp. | 2,624 | $270.4K | 0.17% | +78+3.1% | Added |
| Blume Capital Management, Inc. | 2,625 | $270.5K | 0.05% | −108−4.0% | Reduced |
| Camelot Portfolios, LLC | 2,626 | $270.6K | 0.16% | −96−3.5% | Reduced |
| Entrewealth, LLC | 2,633 | $271.3K | 0.14% | −565−17.7% | Reduced |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 2,637 | $271.8K | 0.00% | 00.0% | Unchanged |
| Cahill Financial Advisors Inc | 2,639 | $271.9K | 0.03% | +33+1.3% | Added |
| Creative Capital Management Investments LLC | 2,643 | $272.4K | 0.09% | 00.0% | Unchanged |
| BlueStem Wealth Partners, LLC | 2,644 | $272.5K | 0.03% | +282+11.9% | Added |
| Northstar Advisory Group, LLC | 2,647 | $272.8K | 0.11% | +80+3.1% | Added |
| Lakeshore Financial Planning, Inc. | 2,647 | $272.8K | 0.10% | 00.0% | Unchanged |
| Avid Wealth Partners LLC | 2,647 | $272.8K | 0.14% | +129+5.1% | Added |
| Carroll Investors, Inc | 2,654 | $273.6K | 0.13% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 2,662 | $274.4K | 0.03% | +79+3.1% | Added |
| Garrison Bradford & Associates Inc | 2,664 | $274.6K | 0.29% | 00.0% | Unchanged |
| Financial Symmetry Inc | 2,665 | $274.7K | 0.12% | +4+0.2% | Added |
| Aspire Private Capital, LLC | 2,666 | $274.7K | 0.06% | +18+0.7% | Added |
| Griffith & Werner, Inc. | 2,683 | $274.8K | 0.14% | +2,683 | New |
| Oak Ridge Investments LLC | 2,677 | $275.9K | 0.02% | +419+18.6% | Added |
| GreatBanc Trust CO | 2,681 | $276.3K | 0.19% | +2,681 | New |
| Intrinsic Value Partners, LLC | 2,691 | $277.3K | 0.22% | −18−0.7% | Reduced |
| Provident Wealth Management, LLC | 2,694 | $277.6K | 0.08% | 00.0% | Unchanged |
| Ables, Iannone, Moore & Associates, Inc. | 2,697 | $278.0K | 0.16% | −1,005−27.1% | Reduced |
| Cannon Wealth Management Services, LLC | 2,699 | $278.2K | 0.21% | +160+6.3% | Added |
| Reik & Co., LLC | 2,700 | $278.3K | 0.07% | 00.0% | Unchanged |
| Martel Wealth Advisors Inc | 2,700 | $278.3K | 0.05% | +300+12.5% | Added |
| WealthCollab, LLC | 2,702 | $278.5K | 0.13% | 00.0% | Unchanged |
| Security National Bank | 2,703 | $278.6K | 0.04% | 00.0% | Unchanged |
| Colorado Capital Management, Inc. | 2,711 | $279.0K | 0.11% | +3+0.1% | Added |
| Opinicus Capital, Inc. | 2,710 | $279.3K | 0.19% | +452+20.0% | Added |
| Awm Capital, LLC | 2,710 | $279.4K | 0.03% | −151−5.3% | Reduced |
| Sterling Manor Financial, LLC | 2,714 | $279.7K | 0.18% | 00.0% | Unchanged |
| Saxony Capital Management, LLC | 2,714 | $279.7K | 0.18% | +12+0.4% | Added |
| Fagan Associates, Inc. | 2,715 | $279.8K | 0.04% | +347+14.7% | Added |
| Momentum Wealth Planning, LLC | 2,716 | $279.9K | 0.22% | −33,435−92.5% | Reduced |
| Northwest Quadrant Wealth Management, LLC | 2,717 | $280.0K | 0.06% | +6+0.2% | Added |
| Litman Gregory Asset Management LLC | 2,717 | $280.0K | 0.02% | −60−2.2% | Reduced |
| Penn Davis McFarland Inc | 2,720 | $280.3K | 0.03% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 2,720 | $280.3K | 0.01% | +37+1.4% | Added |
| Boreal Capital Management LLC | 2,722 | $280.6K | 0.23% | +150+5.8% | Added |
| HMV Wealth Advisors, LLC | 2,725 | $280.8K | 0.15% | −39−1.4% | Reduced |
| Juncture Wealth Strategies, LLC | 2,727 | $281.0K | 0.09% | +4+0.1% | Added |
| East Coast Asset Management, LLC. | 2,731 | $281.4K | 0.09% | −607−18.2% | Reduced |
| Chung Wu Investment Group, LLC | 2,734 | $281.8K | 0.23% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 2,736 | $282.0K | 0.11% | 00.0% | Unchanged |
| Covestor Ltd | 2,736 | $282.0K | 0.16% | +81+3.1% | Added |
| Waller Financial Planning Group, Inc | 2,741 | $282.5K | 0.06% | −1,545−36.0% | Reduced |
| Defined Financial Planning LLC | 2,745 | $282.5K | 0.23% | −767−21.8% | Reduced |
| Hallmark Capital Management Inc | 2,741 | $282.5K | 0.02% | +132+5.1% | Added |
| Flagstone Financial Management | 2,745 | $282.9K | 0.07% | 00.0% | Unchanged |
| Talbot Financial, LLC | 2,745 | $282.9K | 0.02% | 00.0% | Unchanged |
| Poinciana Advisors Group, LLC | 2,746 | $283.0K | 0.24% | +45+1.7% | Added |
| Macroview Investment Management LLC | 2,746 | $283.0K | 0.21% | +108+4.1% | Added |
| Atlas Private Wealth Advisors | 2,746 | $283.0K | 0.07% | −5,246−65.6% | Reduced |
| Plante Moran Financial Advisors, LLC | 2,749 | $283.3K | 0.02% | −2,315−45.7% | Reduced |
| Seldon Capital LP | 2,754 | $283.8K | 0.10% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 2,782 | $284.0K | 0.03% | +1,948+233.6% | Added |
| Citizens & Northern Corp | 2,760 | $284.4K | 0.07% | −553−16.7% | Reduced |
| ICONIQ Capital, LLC | 2,761 | $284.5K | 0.00% | −17,365−86.3% | Reduced |
| Graham Capital Wealth Management, LLC | 2,761 | $284.5K | 0.29% | −66−2.3% | Reduced |
| Hobbs Wealth Management, LLC | 2,765 | $285.0K | 0.24% | −924−25.0% | Reduced |
| Houlihan Financial Resource Group, Ltd. | 2,765 | $285.0K | 0.25% | −3,750−57.6% | Reduced |
| Osterweis Capital Management Inc | 2,767 | $285.2K | 0.01% | 00.0% | Unchanged |
| Vista Private Wealth Partners. LLC | 2,917 | $285.2K | 0.09% | 00.0% | Unchanged |
| Wealth Advisors of Iowa, LLC | 2,776 | $286.1K | 0.10% | +5+0.2% | Added |
| Aspire Capital Advisors LLC | 2,777 | $286.2K | 0.07% | +182+7.0% | Added |
| Abound Wealth Management | 2,782 | $286.7K | 0.07% | +696+33.4% | Added |
| Veridan Wealth LLC | 2,784 | $286.9K | 0.10% | +2,784 | New |
| Freemont Management S.A. | 2,800 | $288.6K | 0.23% | −20,400−87.9% | Reduced |
| Washburn Capital Management, Inc. | 2,802 | $288.8K | 0.16% | −39−1.4% | Reduced |
| Gradient Capital Advisors, LLC | 2,806 | $289.2K | 0.08% | +67+2.4% | Added |
| Clarus Wealth Advisors | 2,834 | $289.3K | 0.13% | +34+1.2% | Added |
| Beckerman Institutional, LLC | 2,820 | $290.7K | 0.17% | +2,820 | New |
| Integrity Wealth Advisors, Inc. | 2,894 | $290.9K | 0.10% | +2,894 | New |
| Dynamic Wealth Strategies, LLC | 2,832 | $291.9K | 0.20% | +26+0.9% | Added |
| Bourgeon Capital Management LLC | 2,833 | $292.0K | 0.05% | 00.0% | Unchanged |
| Prospera Capital Management, LLC | 2,835 | $292.1K | 0.14% | +2+0.1% | Added |
| Fedenia Advisers LLC | 2,848 | $293.5K | 0.12% | +2,848 | New |
| Chapman Financial Group, LLC | 2,850 | $293.7K | 0.20% | +2,250+375.0% | Added |
| Professional Advisory Services Inc | 2,850 | $294.0K | 0.04% | 00.0% | Unchanged |
| ETF Portfolio Partners, Inc. | 2,859 | $294.6K | 0.08% | 00.0% | Unchanged |